Original title: export of domestic electric cars promotes global sales Tesla, Inc.Success or failure depends on China.

The chip supply chain crisis is hanging over the auto industry, but Tesla, Inc. weathered the chip crisis better than his competitors. However, Tesla, Inc. also needs to deal with the challenges of data security and vehicle safety. The Chinese market is the key to success or failure.

Tesla, Inc. handed in an eye-catching "report card" in the third quarter, driven by the growth of China's electric vehicle production and exports. However, in order to achieve further development, Tesla, Inc. also needs to deal with the challenges of data security and vehicle safety. The Chinese market has also become the key to the success or failure of the global electric car giant.

Tesla, Inc. released delivery figures for the third quarter of 2021 on Saturday. About 238000 electric vehicles were produced and more than 240000 electric vehicles were delivered in the third quarter, an increase of 73 percent year-on-year and a record high. The delivery figure increased by 20% over the previous quarter, the sixth consecutive quarter-on-quarter increase.

The crisis of chip supply chain is hanging over the automobile industry. Mr Musk said in an internal email last month that Tesla, Inc. had suffered an extremely severe shortage of parts earlier in the third quarter and urged employees to push for delivery at the end of the quarter.

Due to the long-term shortage of chips, General Motors CoSales of Honda and some of its larger competitors fell sharply in the United States in the third quarter. General Motors Co's sales in the United States fell nearly 33% in the third quarter, the lowest level in more than a decade.

Tesla, Inc. delivered 232025 Model 3 and Model Y electric vehicles and 9275 Model S and Model X electric vehicles to customers in the third quarter.

Tesla, Inc. did not release separate sales and production figures for China. However, recent analysts have predicted that Tesla, Inc. 's Chinese super factory produced about 300000 electric cars in the first three quarters of this year.

Tesla, Inc. 's continued growth in delivery is driven by record delivery in China, breaking any idea that Chinese demand is slowing. " Said Gary Black, a portfolio manager at Future Fund, the fund house.

The Model 3 and Model Y models produced by Tesla, Inc. 's Shanghai Super Factory are not only supplied to China's local market, but also exported to Europe and Japan. According to August data, more than 2/3 of the electric cars produced by Tesla, Inc. 's Shanghai factory are exported to European and Asian markets.

Analysts believe that the increase in Chinese-made Tesla, Inc. 's exports to Europe and the launch of a low-cost version of Model Y will help increase Tesla, Inc. 's production.

In addition, in the quarter ended Sept. 30, Tesla, Inc. began exporting some lithium iron phosphate batteries from China for Model 3 electric cars made for US customers. Ningde Times provides some lithium iron phosphate batteries for Tesla, Inc. 's domestic Model 3.

Although Tesla, Inc. now dominates the global electric vehicle market, he still faces challenges from strengthening regulators and public scrutiny, as well as increasingly fierce competition from competitors in various markets.

In the United States, Lucid's long-delayed luxury electric model, the Lucid Air electric car, has now been put into production and sold to American customers, indicating that Tesla, Inc. 's competition in key markets is heating up.

Alexander Potter, a senior research analyst at Piper Sandler, an investment bank, wrote in a report released on September 27th: "Tesla, Inc. 's share of the pure electric car market will almost certainly decline because many peers have not yet started selling pure electric vehicles. After all, Tesla, Inc. is competing with all types of car companies. However, we expect the overall market share of electric vehicles to continue to rise, so Tesla, Inc. 's sales will continue to maintain the growth trend. "

Sam Fiorani, vice president of Auto Forecast Solutions, a research firm, believes that Tesla, Inc. is still in the lead in the competition in the electric car market and that no one is likely to overtake Tesla, Inc. in the short term. "Tesla, Inc. 's halo effect has been formed, and even Audi and Mercedes-Benz can hardly produce the same halo." "as long as there are no major mistakes within the company, Tesla, Inc. will maintain a leading position in the next few years," Franny said in the report. "

But Tesla, Inc. 's bigger competitors and more challenging market may come from China. In addition to competing with Chinese competitors in the local market, there are also more and more Chinese electric cars in the European market, which Tesla, Inc. has not yet fully occupied.

Last week, NIO Inc.The car launched its ES8 electric car in Norway, entering the European market for the first time. NIO Inc. is still planning to enter the German market. NIO Inc. founder CEO Li Bin revealed in a recent interview with the German newspaper Frankfurt that the ET7 model will be sold in Germany by the fourth quarter of 2022 at the latest.

Tesla, Inc. is building a factory in the German state of Brandenburg near Berlin, which will be completed this month. After it is put into production, the Berlin factory will produce and supply electric cars for Tesla, Inc. 's European market.

In China's home market, Tesla, Inc. also faces concerns about the safety of electric vehicle data. "Tesla, Inc. has set up a data centre in China to localize all the data generated by our business in China, including production, sales, service and charging," Tesla, Inc. CEO Musk (Elon Musk) said in a speech at Wuzhen World Internet Conference. He also reiterated that Tesla, Inc. will work with regulators to find the best solution for data security.

Winning over Chinese consumers is also the key to determining the fate of Tesla, Inc. in the future. Over the past year, Tesla, Inc. has been involved in legal disputes with Chinese consumers. Last week, Tesla, Inc. lost a lawsuit related to second-hand car fraud, and the car owner was paid three times as much as the car purchase fee, totaling 1.51 million yuan. Tesla, Inc. filed a retrial and launched a high claim of 5.05 million yuan from the car owner on the grounds that the consumer had infringed Tesla, Inc. 's reputation right in safeguarding his rights.